

I view iShares MSCI South Korea ETF through a memory lens, given its concentration in SK hynix and Samsung Electronics. EWY provides a middle-ground memory exposure, but its diversification cushion is less effective than expected, especially after recent pullbacks. EWY's correlation with DRAM and SMH remains high, limiting its utility for non-memory Korea exposure or as a true hedge.

The Kospi Index stayed under pressure on Monday as investors awaited upcoming earnings from SK Hynix and major US tech companies. It fell to 5,477 points, down more than 1.3% from Friday's close, and now sits about 42% below its year-to-date high of 9,400 points.

Thetwo economies now risk entering a tech version of the “resource curse,” writes William Pesek.

IFP Advisors Inc grew its stake in iShares MSCI South Korea ETF (NYSEARCA:EWY) by 185.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,848 shares of the exchange traded fund's stock after purchasing an additional 3,796 shares during

Carnegie Investment Counsel acquired a new position in shares of iShares MSCI South Korea ETF (NYSEARCA:EWY) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 17,431 shares of the exchange traded fund's stock, valued at approximately $3,186,000. Other hedge funds and other


Kospi Index jumped by over 4% on Wednesday as companies in the memory industry bounced back. It rose to 5,772 points, up modestly from this week's low of 5,465, mirroring what happened in the United States where the Dow Jones, Nasdaq 100, and S&P 500 soared.

An ugly week for the AI trade